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G•••••• C•••••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

G•••••• C•••••• B•••••

Advisor at P•• A•••• M••••••••• C•••

Houston, TX | CENTENNIAL, CO

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 13, 2016 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: P•• A•••• M••••••••• C•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• A•••• M••••••••• C•••	Mixed wealth	Jan 8, 2025	n/a	yes	Houston, TX\|CENTENNIAL, CO	Current employment
S••••• S•••• I••••••••• M••••••••• L••	Former SEC adviser	Feb 25, 2020	Mar 31, 2026	no	HOUSTON, TX\|Houston, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• S•••• I••••••••• M••••••••• L••	P•• A•••• M••••••••• C•••	Mar 31, 2026	Jan 8, 2025	-447	Firm change after gap	RIA to RIA
S••••• S•••• W••••• M•••••••••	S••••• S•••• I••••••••• M••••••••• L••	Mar 4, 2020	Feb 25, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
293992:105541:TX:2026-03-31	Mar 31, 2026	Jan 8, 2025	HOUSTON, TX	Firm change after gap
105710:293992:NC:2020-03-04	Mar 4, 2020	Feb 25, 2020	WINSTON SALEM, NC	Firm change

Relationships

Registered with (3)

→ P•• A•••• M••••••••• C•••Registered adviserregistration: current employment
Jan 8, 2025 to presentfactForm ADV
→ S••••• S•••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 25, 2020 to Mar 31, 2026factForm ADV
→ S••••• S•••• W••••• M•••••••••Registered adviserregistration: previous registration
Oct 13, 2016 to Mar 4, 2020factForm ADV

Dated events

Order

Occurred
31 Mar 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 13, 2016
Last observed: Sep 15, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.